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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 55-0055988 | Advisory (Plan) | $1,350 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,864 | $105,210+13.0% | $159,487-25.5% | $85,851+38.5% |
| Participation rate | 93.3% | 75.8%+17.5pp | 82.8%+10.5pp | 69.3%+24.0pp |
| Annual return | 18.18% | 45.08%-26.9pp | 263.71%-245.5pp | 318.63%-300.5pp |
| Employer contribution / active EE | $4,240 | $3,319+27.7% | $4,831-12.2% | $2,565+65.3% |
| Participant deferral / active EE | $14,045 | $5,946+136.2% | $7,354+91.0% | $3,952+255.4% |
| Admin fee / account holder | $10 | $6,934-99.9% | $10,804-99.9% | $6,261-99.8% |